Tazi analyzes your client data to reduce attrition, grow wallet share, and acquire ideal new clients — with explainable recommendations your compliance team will love.
Most financial institutions react to churn after it happens. By then, the client — and their assets — are already gone.
You have millions of data points but no way to predict which clients are at risk — until they leave.
Your advisors waste hours on low-potential leads while high-value cross-sell opportunities go unnoticed.
Black-box AI recommendations your compliance team can't explain? That's a non-starter in financial services.
Each agent works autonomously on a specific growth lever, delivering prioritized, explainable recommendations to your team every day.
Identifies at-risk clients before they leave. Prioritizes outreach by revenue impact. Tells your advisors exactly why each client is flagging — and what to say.
See how it worksFinds cross-sell and upsell opportunities hidden in your data. Recommends the right product, for the right client, at the right time — with full explainability.
Learn moreBuilds ideal client profiles from your best relationships. Identifies look-alike prospects in your market. Scores and prioritizes leads so your team focuses where it matters.
Learn moreFacing rising attrition in a competitive market, this global institution deployed Tazi's Attrition Agent. Within weeks, advisors had prioritized call lists with explainable risk scores — saving $7.5M annually.
A leading brokerage used Tazi's Wallet Share Agent to identify overlooked cross-sell opportunities. Client retention improved 25.5% in the first quarter.
Tazi integrates with your existing systems — Salesforce, SAP, Snowflake, FIS, Q2, and 50+ others. No data migration required.
Our agents analyze client behavior, transaction history, and market signals to find revenue opportunities and risks you can't see manually.
Your team receives daily, ranked action lists: who to call, what to offer, and a plain-English explanation of why.
Track impact in real-time dashboards. Every recommendation is measured against outcomes so the system gets smarter over time.
Every recommendation comes with a clear, human-readable explanation. Your compliance team can audit any decision. No black boxes.
Pre-built connectors and financial services data models mean you see value fast. No 6-month consulting engagement required.
Deploy on-premises or in your private cloud. Local LLM processing within your firewall. SOC2 and HIPAA certified.
Models continuously learn from new data and outcomes. When markets shift, Tazi adjusts — no manual retraining needed.
Your advisors manage hundreds of relationships. Tazi tells them which 10 clients to call today, what to discuss, and which prospects match your ideal client profile — so they spend time where it drives the most AUM growth.
"Tazi gave us visibility into client risk we never had before. Our advisors now have a daily action plan instead of guessing."
Head of Digital Head of Digital at Top-20 US Wealth Management Firm
Book a 30-minute demo and we'll show you real opportunities hiding in your client data.
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Or email us at hello@tazi.ai